Adam Sketchley

What were the circumstances that caused you to initially look for an adviser?

I initially began looking for a financial adviser when I reached a point where my financial situation was becoming more complex, and I wanted expert guidance to make confident, informed decisions. Whether it was planning for retirement, investing tax-efficiently, or ensuring I was protecting my family’s future, I realised I needed someone with the right experience to help me create a clear, structured plan.

How has Adam Sketchley helped you?

Adam has provided clear, tailored pension advice that’s helped me feel in control of my financial future. He’s taken the time to understand my goals, explain complex options in simple terms, and put a plan in place that gives me real confidence.

Have you seen the outcome you were hoping for?

Yes. Consolidation of pensions, more active advice and planning for future retirement as well as near term investment needs.

What were the circumstances that caused you to initially look for an adviser?

Advice regarding lump sum inheritance received.

How has Adam Sketchley helped you?

Adam has recommended investment solutions that meet my investment goals.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Pension advice and transfer, as I am nearing retirement

How has Adam Sketchley helped you?

Advice with Pension transfer, financial planning, review of budgets, review of savings

Have you seen the outcome you were hoping for?

Yes, great insight to value of funds held and planning for the future

What could they have done better?

Cannot think of anything that does not meet my requirements.